Customer Specialist Jobs at USI Insurance Services with Visa Sponsorship

General Description: Assist clients and their employees with benefit or claim questions.

Responsibilities:

• Primary resource for clients and their employees with benefit or claim questions.
• Assist clients with administrative questions regarding enrollment, eligibility, and special contract provisions.
• Investigate and work with carrier contacts to solve claim problems.
• Respond to emails and voicemails within 24 business hours.
• Track and document all calls and interactions in Call Center database.
• Assist with transition of care concerns due to a change in carrier.
• Provide help with coordination of benefits.
• Draft appeal letters and perform claim audits as needed.
• Report trends to carrier and/or the account manager.
• Maintain timely follow up on open case volume.
• Keep informed about industry information and new product information.

Knowledge, Skills and Abilities:

• Prior customer service experience preferred.
• Must hold or obtain a Life and Disability insurance license within 120 days of hire date.
• Comfortable with internet-based programs and Microsoft Office products.
• Bilingual preferred, but not required.
• Strong attention to detail and ability to self-check work.
• Excellent time management skills, able to set priorities and manage deadlines.
• Ability to work in a team environment.
• Resourceful, eager to learn new concepts, and further professional development.
• Ability to define problems and generate potential solutions.
• Strong verbal and written communication skills.
• Ability to remain calm in stressful situations.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace

Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
• Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
• Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

Starting Salary: $50,000. This is a bonus eligible position with a target incentive of 5%.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.